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Matthews International
MATW

177 hedge funds and large institutions have $1.6B invested in Matthews International in 2017 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 66 increasing their positions, 57 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 57

2% more capital invested

Capital invested by funds: $1.57B → $1.6B (+$31.3M)

0.32% more ownership

Funds ownership: 79.33% → 79.65% (+0.32%)

4% less funds holding

Funds holding: 184 → 177 (-7)

29% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 21

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
177
Holders Change
-7
Holders Change %
-3.8%
% of All Funds
4.41%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
66
Reduced
57
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$6.32M
2
CCM
Channing Capital Management
Illinois
+$6.23M
3
Norges Bank
Norges Bank
Norway
+$5.84M
4
Goldman Sachs
Goldman Sachs
New York
+$5.72M
5
BlackRock
BlackRock
New York
+$5.52M

Top Sellers

Rank Fund Capital Flow
1
HIM
Hermes Investment Management
United Kingdom
-$11.9M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$8.95M
3
Northern Trust
Northern Trust
Illinois
-$4.79M
4
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$3.83M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$2.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
151
Neuburgh Advisers
California
$116K +$9.98K +160 +9%
IIC
152
Integrated Investment Consultants
Michigan
$92K – – –
Ohio Public Employees Retirement System (OPERS)
153
Ohio Public Employees Retirement System (OPERS)
Ohio
$86K +$2.25K +36 +3%
JWA
154
JFS Wealth Advisors
Pennsylvania
$78K – – –
ST
155
Smithfield Trust
Pennsylvania
$68K – – –
Zurich Cantonal Bank
156
Zurich Cantonal Bank
Switzerland
$67K – – –
LIA
157
LS Investment Advisors
Michigan
$65K -$9.55K -153 -13%
AIS
158
AlphaOne Investment Services
Pennsylvania
$55K +$55.5K +890 New
SWA
159
Sutton Wealth Advisors
Florida
$45.4K – – –
AG
160
Advisor Group
Arizona
$43K +$12.5K +200 +40%
KBC Group
161
KBC Group
Belgium
$43K +$43.4K +695 New
LTFS
162
Ladenburg Thalmann Financial Services
Florida
$36K +$2.56K +41 +8%
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$18K – – –
OSAM
164
O'Shaughnessy Asset Management
Connecticut
$14K +$11.4K +183 +416%
TWA
165
TCI Wealth Advisors
Arizona
$12K – – –
Credit Agricole
166
Credit Agricole
France
$5K – – –
IA
167
IFP Advisors
Florida
$5K +$374 +6 +9%
BFEC
168
Benjamin F. Edwards & Company
Missouri
$4K -$3.68K -59 -50%
OAM
169
Oppenheimer Asset Management
New York
$3K – – –
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
$1K – – –
GT
171
Glenmede Trust
Pennsylvania
$1K – – –
Nisa Investment Advisors
172
Nisa Investment Advisors
Missouri
$1K – – –
QI
173
QS Investors
New York
$1K – – –
QCG
174
Quadrant Capital Group
Ohio
$1K – – –
WAM
175
Wealthspire Advisors (Maryland)
Maryland
$1K +$562 +9 New
4 5 6
7
8

MATW Hedge Fund Activity: Q3 2017 in Review

177 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q3 2017, worth a combined $1.6B — up 2% from $1.57B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of MATW and 15 opened new positions — a net loss of 6 holders — while 57 trimmed existing stakes and 66 added.

The largest buyer was Renaissance Technologies, opening a new position worth an estimated $6.32M. The largest seller was Hermes Investment Management, exiting entirely with an estimated $11.9M sold.

  • 177 institutional investors held Matthews International (MATW) as of Q3 2017, down from 184 in Q2 2017.
  • Funds reported $1.6B of Matthews International stock for Q3 2017, up 2% quarter-over-quarter.
  • 15 funds opened new Matthews International positions in Q3 2017 and 21 closed out, a net change of -6 holders.
  • The largest Matthews International buyer in Q3 2017 was Renaissance Technologies, an estimated $6.32M added.
  • The largest Matthews International seller in Q3 2017 was Hermes Investment Management, an estimated $11.9M sold.

Based on aggregated 13F filings for Q3 2017.